StockDriftsStockDriftsTop 50 Brady Martz Wealth Solutions, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ITOT | ISHARES TR | 10.1% | 416.0K | $59.3M | +2.95%(+11.92K) | $130.10(+21.82%) | 2026-03-31 | |
| SCHV | SCHWAB STRATEGIC TR | 5.9% | 1.14M | $34.6M | -7.62%(-93.63K) | $26.43(+23.16%) | 2026-03-31 | |
| SCHG | SCHWAB STRATEGIC TR | 3.4% | 685.0K | $20.0M | -15.12%(-122.04K) | $26.96(+23.23%) | 2026-03-31 | |
| BSVO | EA SERIES TRUST | 3.37% | 779.1K | $19.8M | +8.88%(+63.53K) | $21.02(+32.55%) | 2026-03-31 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 3.36% | 331.5K | $19.7M | +6.29%(+19.63K) | $59.35(-0.52%) | 2026-03-31 | |
| AVDV | AMERICAN CENTY ETF TR | 3.29% | 193.2K | $19.3M | +11.09%(+19.29K) | $75.86(+39.86%) | 2026-03-31 | |
| SCHD | SCHWAB STRATEGIC TR | 3.24% | 620.1K | $19.0M | -14.22%(-102.84K) | $27.75(+14.21%) | 2026-03-31 | |
| DFSD | DIMENSIONAL ETF TRUST | 2.78% | 341.2K | $16.3M | +5.66%(+18.26K) | $47.58(+0.65%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 2.44% | 44.6K | $14.3M | +29.85%(+10.25K) | $292.78(+21.93%) | 2026-03-31 | |
| IDOG | ALPS ETF TR | 2.43% | 341.7K | $14.2M | -0.11%(-376) | $30.37(+41.31%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +5.82% | +18.49% |
| Top 20 Holdings Unweighted | +5.76% | +18.29% |
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